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Ideas to Improve PandaDoc

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Ideas to Improve PandaDoc

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6121 results found

  1. auto-populate images depending on who is sending the document

    auto-populate images depending on who is sending the document

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  2. The ability to customize the emails for approval workflow.

    1 vote

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    Idea  ·  0 comments  ·  Approvals  ·  Admin →
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  3. Adjust the subfolder view for long folder names

    Make folders within the PandaDoc with lengthy names display the full name/adjust the display column setting to fit in the full name

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  4. The ability to pass the optional selections and quantity along with the multiple-choice via Data transfer to feature

    1 vote

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    Idea  ·  0 comments  ·  Settings, Workspaces & User Roles  ·  Admin →
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  5. Generate pdf download error caused by the wrong image link

    Display the informative error message, when a document can't be downloaded because of the invalid image link in a document

    https://pandadoc.zendesk.com/agent/tickets/190452

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  6. Capture recipient's responses via a survey

    1 vote

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  7. Hide document amount for payment before it is signed

    1 vote

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    Idea  ·  0 comments  ·  Quote to Cash  ·  Admin →
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  8. Add Document declined trigger event in Zapier

    2) I'd like customers to have the option of clicking on "accept", "i'm considering it", and "declined" buttons for all proposals. . If they choose accept, it fires off an email to our accountant, using Zapier. If they choose "i'm considering it" it sends them some time-triggered reminder emails with value proposition type stuff in them. If they choose "declined", it automatically sends them a survey to help determine why they chose not to go with us. The actions on all three things described would be triggered within Zapier. Is this doable?

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  9. Add Document sent trigger event in Zapier

    1 vote

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    Idea  ·  1 comment  ·  Integrations  ·  Admin →
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  10. Paperform

    paperform native integration: pull data from new submission to the doc

    1 vote

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    Idea  ·  0 comments  ·  Integrations  ·  Admin →
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  11. Pop-up with customizable text when a recipient declines document

    1 vote

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    Idea  ·  0 comments  ·  Recipient Experience  ·  Admin →
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  12. The ability to share the link in order to bulk send the documents

    1 vote

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    Idea  ·  0 comments  ·  Sharing & Collaboration  ·  Admin →
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  13. Restrict block editing for a specific role

    1 vote

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    Idea  ·  0 comments  ·  Templates & Libraries  ·  Admin →
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  14. Make the Document Value Required option

    Make the Document Value Required to fill out instead of it being option

    1 vote

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    Idea  ·  0 comments  ·  Quote Builder & Pricing table  ·  Admin →
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  15. if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be chang

    if the client clicks on the link after 6 month, then the sender should be notified about that and the message for the client should be changed

    1 vote

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    Idea  ·  0 comments  ·  Other  ·  Admin →
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  16. Info about who signed the Viewed document and who hasn't yet visible from the list view of the Viewed Document Status Tile on the Dashboard

    1 vote

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    Idea  ·  0 comments  ·  Documents & Data Management  ·  Admin →
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  17. Email Notif for potential scam/threat

    1 vote

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  18. Option to get info on expiry date in the automated email sent out (so it's clear for the prospect).

    1 vote

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  19. Hiding documents from Inbox

    Not deleting them

    1 vote

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  20. Add a link t a document that will trigger some action in Pipedrive when a user clicks on it

    I want to add a "click here to reciev a credit repair proposal" that will generate an action / notification in PipeDrive or worst case a template for a detailed proposal. Is this possible?

    1 vote

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